Serve as the technical/product bridge between customers, sales, and product: run discovery and demo calls, capture requirements, configure onboarding and integrations, feed product insights to engineering, and support adoption to demonstrate ROI.
bout Us
At Metaprise, we’re building the world’s first Financial Operating System — an AI Agent–powered platform that unifies Accounts Receivable, Accounts Payable, Contract Management, SmartFlow Automation, and Cash Management into a single intelligent hub.
We help enterprises eliminate operational gaps between financial tools, giving them total control over data flow and cash flow. Backed by real customers in the US and global expansion momentum, we’re scaling fast and looking for builders who thrive in high-growth, high-impact environments.
The Role
We’re looking for an Solutions Engineer to be the technical and product bridge between our customers, sales, and product teams.
In this role, you’ll join discovery calls and demo sessions with prospective customers, uncover their real business needs, and translate them into actionable insights for our product and engineering teams. You’ll ensure every new customer has a smooth, value-driven onboarding experience that sets the stage for long-term success.
This role is ideal if you’re passionate about both technology and customer success — someone who loves solving complex business problems, shaping product direction, and helping enterprises get the most out of innovative AI-powered financial tools.
What You’ll Do
Participate in discovery & demo calls: Collaborate with Sales to understand prospects’ workflows, pain points, and requirements during early-stage conversations.
Uncover customer needs: Ask the right questions, document requirements, and translate business language into clear product insights.
Design onboarding pathways: Help configure initial setups, integrations, and workflows that show customers how Metaprise solves their real problems.
Act as the voice of the customer: Provide structured feedback and feature requests to the Product team, helping guide roadmap priorities.
Bridge Sales & Product: Ensure handoffs are seamless — Sales closes the deal, and Product gets clear requirements for implementation.
Support successful adoption: Work closely with early customers to validate use cases, optimize workflows, and showcase measurable ROI.
What We’re Looking For
2–5 years of experience in solution engineering, onboarding, customer success engineering, or pre-sales — ideally in B2B SaaS, FinTech, or automation software.
Strong communication skills — you can talk to CFOs about business goals and to engineers about APIs and integrations.
Ability to capture complex customer requirements and translate them into product specs.
Hands-on with demos and technical onboarding — you’re comfortable configuring tools, setting up integrations, or running test workflows.
Proficiency with CRM (HubSpot/Salesforce) and SaaS tools; familiarity with ERPs, AR/AP, or financial automation is a plus.
Analytical and structured thinker — you know how to connect customer needs with product capabilities.
Startup mindset — proactive, adaptable, and excited to work across functions in a fast-moving environment.
Why Join Us
Be at the intersection of Sales, Product, and Customer Success in a high-growth AI & FinTech startup.
Influence the product roadmap directly based on customer feedback.
Competitive salary + performance bonus + stock options.
Work closely with founders and leadership, playing a pivotal role in shaping how customers adopt Metaprise.
How to Apply
Send your resume and a quick note about a time you successfully turned a complex customer requirement into a smooth onboarding or product implementation to [email protected].
Metaprise New York, New York, USA Office
9 East 53rd Street , 5th Floor , New York, NY, United States, 10022
Similar Jobs
Artificial Intelligence • Software
Lead technical sales for complex insurance pricing opportunities: design and deliver persona-led demos, run proofs-of-value, advise on technical evaluations, build Python-based workflows with hx Renew, and feed customer insight to Product and Engineering to shape platform capabilities.
Top Skills:
AIHx RenewPython
AdTech • Big Data • Digital Media • Marketing Tech
Work with Sales and Account teams to onboard advertisers, implement Taboola pixel and conversion tracking, troubleshoot backend and database issues, monitor campaign delivery and performance, and provide optimization recommendations and technical best practices to clients and stakeholders.
Top Skills:
AdjustAPIsAppsflyerBranchCSSDcmGoogle AnalyticsGoogle Tag ManagerHTMLJavaScriptKochavaMobile SdksShopifySQLTaboola PixelTaboola RealizeWordpress
Healthtech • Information Technology • Security • Software • Cybersecurity
Senior Solutions Engineer provides pre-sales technical leadership: discovery, customized demos, and proof-of-concept evaluations; authors SOWs, responds to RFI/RFPs, enables channel partners, and transitions accounts to services. Works with sales teams to meet territory revenue goals and requires up to 50% travel.
Top Skills:
Active DirectoryAzureAzure Virtual DesktopCitrixDnsEnterprise Saas SecurityEntra IdGCPHTTPIdentity ManagementLdapMicrosoft Terminal ServicesWindowsMtireNistSingle Sign-OnSmtpVmware ViewVmware Workstation
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
